GTM Playbooks
51 skills

Playbooks as agent skills

Every playbook is also a plain markdown SKILL.md file an AI agent can load: a name, a description of when to use it, then the steps, tools, and cost math. They are generated from the same source as the playbook pages, so they change when a playbook does.

What each file contains

  • YAML frontmatter with name (the playbook slug) and a description of what the skill does and when to use it
  • The problem, tools, difficulty, and the hours-saved estimate
  • Numbered steps and the template outline
  • Cost math where the playbook has it: listed prices, every assumption labeled, and the formulas
  • The Clay CLI build where the playbook has one, to run in your own Clay workspace
  • Guardrails: work only in your own accounts and ask before writing to a CRM, sending messages, or spending credits

Use one with your agent

Give your agent the SKILL.md URL, or save the file as <name>/SKILL.md in its skills folder, for example .claude/skills/ in a Claude Code project.

bash
mkdir -p .claude/skills/enrich-leads-apollo-clay
curl -o .claude/skills/enrich-leads-apollo-clay/SKILL.md https://gtmplaybooks.io/skills/enrich-leads-apollo-clay/SKILL.md

Outbound16

  • Auto-Prospect Companies After Funding Announcements

    /skills/auto-prospect-funding-events/SKILL.md

  • Personalize Outbound at Scale Using LinkedIn Data

    /skills/personalize-outbound-linkedin/SKILL.md

  • Track Warm Intro Requests Across Your Network

    /skills/warm-intro-tracker/SKILL.md

  • Sync Apollo Saved Searches to Instantly Campaigns

    /skills/apollo-to-instantly-sync/SKILL.md

  • Enrich Event Attendee Lists for Post-Event Follow-Up

    /skills/enrich-event-attendees/SKILL.md

  • Scrape G2 and Capterra Reviews for Competitor Leads

    /skills/scrape-review-sites-for-leads/SKILL.md

  • Get Alerted When Key Contacts Change Jobs

    /skills/job-change-alerts/SKILL.md

  • Turn Anonymous Website Visitors into Outbound Sequences

    /skills/website-visitors-to-outbound/SKILL.md

  • Outbound When ICP Companies Hire AEs or SDRs

    /skills/hiring-spike-outbound/SKILL.md

  • Reactivate Closed-Lost Deals When Fresh Intent Appears

    /skills/closed-lost-reactivation/SKILL.md

  • Turn Buyer Intent Signals into Outbound Sequences

    /skills/intent-signals-to-outbound/SKILL.md

  • Track Champion Job Changes to Open New Accounts

    /skills/champion-job-change-tracking/SKILL.md

  • Launch Outbound When Target Accounts Add or Drop a Competitor

    /skills/competitor-tech-churn-outbound/SKILL.md

  • Find Lookalike Accounts from Your Closed-Won Customers

    /skills/lookalike-accounts-from-closed-won/SKILL.md

  • Build Prospect Lists from Plain-English Requests in Slack

    /skills/slack-list-builder-agent/SKILL.md

  • Weekly New Contractor Licenses into Clay for Outbound

    /skills/new-contractor-licenses-to-outbound/SKILL.md

Inbound9

  • Enrich Inbound Leads with Apollo and Clay Waterfalls

    /skills/enrich-leads-apollo-clay/SKILL.md

  • Qualify Inbound Leads with AI Before Routing

    /skills/qualify-inbound-with-ai/SKILL.md

  • Monitor Website Intent Signals and Alert Sales

    /skills/intent-signal-monitoring/SKILL.md

  • Turn LinkedIn Ad Engagers into Sequenced Outbound

    /skills/linkedin-ad-engagers-to-outbound/SKILL.md

  • Automate Inbound Lead Routing with Enrichment and Fit Scoring

    /skills/inbound-lead-routing/SKILL.md

  • Route Product-Qualified Leads from Sign-Ups to Sales

    /skills/pql-signups-to-sales/SKILL.md

  • Rebook Demo No-Shows with a Short Personalized Sequence

    /skills/meeting-no-show-rebook/SKILL.md

  • Answer Demo Requests Within Minutes, Even After Hours

    /skills/inbound-speed-to-lead-after-hours/SKILL.md

  • Cut Demo Forms to Email Only and Fill the Rest with Clay

    /skills/short-form-inbound-enrichment/SKILL.md

RevOps11

  • Sync Salesforce Pipeline to Google Sheets Dashboard

    /skills/sync-crm-to-google-sheets/SKILL.md

  • Route Gong Feature Requests to Product Board

    /skills/gong-to-product-feedback/SKILL.md

  • Track Multi-Channel Campaigns in One Unified Dashboard

    /skills/multi-channel-campaign-tracking/SKILL.md

  • Post Real-Time Deal Alerts to Slack by Stage

    /skills/slack-deal-alerts/SKILL.md

  • Prevent Duplicate Contacts Across HubSpot and Salesforce

    /skills/hubspot-salesforce-duplicate-prevention/SKILL.md

  • Score Churn Risk from Support Tickets with an LLM

    /skills/support-tickets-to-churn-risk/SKILL.md

  • Alert AMs Before Renewal When Product Usage Drops

    /skills/renewal-usage-health-alerts/SKILL.md

  • Build a Clay Waterfall to Find Verified Work Emails

    /skills/clay-waterfall-enrichment/SKILL.md

  • Keep CRM Data Clean with an AI Hygiene Agent

    /skills/crm-hygiene-ai-agent/SKILL.md

  • Keep Clay Credit Spend Predictable on Enrichment Tables

    /skills/clay-credit-budget-guardrails/SKILL.md

  • Run CRM-Writing AI Agents in Dry-Run Mode with Bulk Approvals

    /skills/crm-agent-dry-run-approvals/SKILL.md

Finance/FP&A6

  • Automate Stripe Revenue Recognition in QuickBooks

    /skills/stripe-revenue-to-quickbooks/SKILL.md

  • Parse Receipt Emails and Auto-Create Expense Reports

    /skills/expense-report-automation/SKILL.md

  • Auto-Generate Monthly Revenue Forecast from Pipeline

    /skills/monthly-revenue-forecast/SKILL.md

  • Send Automated Invoice Payment Reminders

    /skills/automated-invoice-reminders/SKILL.md

  • Auto-Populate Quarterly Board Deck Metrics

    /skills/quarterly-board-deck-automation/SKILL.md

  • Check Sales Commissions Against Billing Before They Are Paid

    /skills/sales-commission-accuracy-check/SKILL.md

Content4

  • Rotate LinkedIn Engagement Pods for Founder Accounts

    /skills/linkedin-pod-rotation/SKILL.md

  • Automatically Update Case Study Metrics from CRM

    /skills/automatically-update-case-studies/SKILL.md

  • Build Blog Performance Dashboard from Google Analytics

    /skills/content-performance-dashboard/SKILL.md

  • Generate Blog Post Ideas from Customer Questions

    /skills/blog-post-idea-generator/SKILL.md

Research5

  • Analyze Lost Deals with Claygent and OpenAI

    /skills/lost-deal-analysis/SKILL.md

  • Monitor Competitor Hiring to Spot Market Moves

    /skills/scrape-competitor-job-posts/SKILL.md

  • Analyze Firmographics of Closed-Won Deals to Refine ICP

    /skills/icp-firmographic-analysis/SKILL.md

  • Use Claygent to Research Target Account Tech Stacks

    /skills/claygent-tech-stack-research/SKILL.md

  • Send Reps a Researched Account Brief Before Every Meeting

    /skills/pre-meeting-account-brief/SKILL.md

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